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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,394 | $78,015-95.6% | $178,505-98.1% | $80,959-95.8% |
| Participation rate | 76.7% | 65.7%+11.0pp | 77.1%-0.5pp | 67.7%+9.0pp |
| Annual return | 13.18% | 18.10%-4.9pp | 27.16%-14.0pp | 35.67%-22.5pp |
| Employer contribution / active EE | $833 | $2,281-63.5% | $3,955-78.9% | $2,757-69.8% |
| Participant deferral / active EE | $966 | $4,406-78.1% | $6,280-84.6% | $4,300-77.5% |
| Admin fee / account holder | $716 | $7,160-90.0% | $10,428-93.1% | $6,925-89.7% |